- Goal setting that incorporates the entire Team
- Team-wide sales culture
- Identifying and qualifying vertical markets
- Determining financial capabilities and resource needs
- Deeper dive into the differences between MOU, MSA, and Insurance Commercial Program
- Generate a Turbo-Charged ERP
- Generate Relationship Maintenance Plan for each
- Demonstrate the differences between single project contracts, Purchase Orders, and Program Contracts to increase the potential success of signing more projects
- Preliminary Inspections, walkthroughs, and Information Gathering
- Cover the contract and dissect the rates, terms, and attachments
- Practice selling the contract signing and overcoming rejections, questions, and comparisons with competition.
- Watch the Boiler Room to Penthouse Videos
- Determine the Vision for your location – What is your location’s primary objective after the class.
- A Share Folder link will be sent by HW3 seven (7) days prior to the class - each participant and their respective RD will receive a share folder link for HW3 to provide class materials, forms, and team exercises. This share folder will remain live for post-course activities as well.
- Each location should upload their Profit and Loss and Balance sheet for the prior fiscal year and the current year-to-date to the Share Folder 3 days prior for use during class.
- Bring a computer or tablet – All course materials are shared through the share folder, including the Field Guide, Workbook, presentation materials, exercise forms, and templates used in class.
- Upload your completed B2PÒ marketing and conversion plan to the HW3
- share folder.
- HW3 will evaluate your plan.
- Schedule a call with HW3 and RD to
- Initiation, Staging, and Set up
- Initial Inspection
- Meeting with key MIPs
- Initial Scope and Work Plan
- ROM
- Material and Assembly identification
- Advanced Drying Science
- Means and Methods of Deconstruction, Cleaning, Drying, and Restoration
- Daily Reports
- Defensible Paperwork
- Building the Job Book
- Personnel, Equipment and Consumables
- Subcontractors v Vendors onsite
- Handling Problems and disputes at the Site
- A Share Folder link will be sent by HW3 seven (7) days prior to the class - each participant will receive a share folder link for HW3 to provide class materials, forms, and team exercises.
- Bring a computer or tablet – All course materials are shared through the share folder, including the Field Guide, Workbook, presentation materials, exercise forms, and templates used in class.
- Mastering the Handoff from Field to Office
- Properly Review Data
- Putting the Story Together
- T&M v Lump Sum v Line Item (Xactimate)
- Phase or Milestone Invoicing
- Invoice Package Generation
- Package Submission and Communication
- RFI’s
- MIP Communication
- Property Owner Responsibilities and Expectations
- Liens
- UCC Filing Recourse
- Appraisal
- Mediation
- Litigation
- Dive into the relationship between the contract, including attachments like the Rate Sheet, your invoice package and your likelihood to collect your money.
- Review and identify areas where modifications are necessary in the contract, rate sheet, or invoice package.
- A Share Folder link will be sent by HW3 seven (7) days prior to the class - each participant will receive a share folder link for HW3 to provide class materials, forms, and team exercises.
- Bring a computer or tablet – All course materials are shared through the share folder, including the Field Guide, Workbook, presentation materials, exercise forms, and templates used in class.
- Dine in / Take out
- 954-720-5566
- www.charhuttamarac.com
- 1.5 miles / 6 minutes
- 954-590-8497
- 0.6 miles / 6 minutes
- 954-741-9395
- 2.5 miles / 8 minutes
- 954-663-2614
- 1.2 miles / 4 minutes
- 954-256-9242
- 1.2 miles / 4 minutes
- 954-718-1110
- 0.6 miles / 6 minutes
- 954-747-1661
- 2.9 miles / 8 minutes
- 954-722-6710
- 3.6 Miles / 9 minutes
- (954) 578-1180
- 1.4 miles / 6 mins
- www.rotellitamarac.com
- 954-601-2912
- 0.6 miles / 6 minutes
- 954-345-5965
- 5.9 miles / 15 minutes
- 844-474-8377
- 7.2 miles / 17 minutes
- 954-509-0405
- 6.1 miles / 14 minutes
- 954-341-5545
- 7.2 miles / 15 minutes
- 754-229-8940
- 5.7 miles / 13 minutes
- 754-310-2077
- 6.8 miles / 16 minutes
- 954-568-0008
- www.greenislandstaverna.com
- 13.6 miles / 37 minutes
- 954-771-7342
- www.ambryrestaurant.com
- Closed Sundays and Mondays
- 13.2 miles / 38 minutes
- 954-838-9711
- https://locations.grandluxcafe.com/fl/sunrise/
- 5.5 miles / 12 minutes
- 754-701-3731
- www.matchboxrestaurants.com
- 5.3 miles / 10 minutes
- www.sicilianoven.com
- 954-340-3001
- 7.4 miles / 15 minutes
- www.bobgswingsnthings.com
- 954-746-9696
- 1.5 miles / 4 minutes
- www.locu.com/places/don-carlin-restaurant-sunrise-us
- 954-578-1464
- 4.3 miles / 9 minutes
- www.seawatchontheocean.com
- 954-781-2200
- 16.3 miles / 35 – 45 minutes
- www.arubabeachcafe.com
- 954-776-0001
- 12.7miles / 30-45 minutes
- www.shooterswaterfront.com
- 954-566-2855
- 13.6 miles / 33 – 50 minutes
- 954-509-0046
- www.eddieandvinnys.com
- 7.3 miles / 16 minutes
- www.dearoliviaparkland.com/
- 954-345-0128
- 11.5 miles / 25 minutes
- 954-752-2333
- Runyonsofcoralsprings.com
- 8.8 miles / 13 minutes
- 954-838-0120
- www.yardhouse.com
- 5.0 miles / 12 minutes
- (754) 777-9277
- www.livelloone.com
- 6.3 miles / 15 minutes
- 954-977-3708
- www.pastaand.com – R
GET THE JOB
Create the story
Purpose
This course is meant to be a deep dive into applying the Boiler Room to the Penthouse (“B2PÒ ”) methodology and to develop a marketing and sales conversion strategy that is Day 1 ready to implement. It will also provide concepts to scale up and transcend beyond marketing and into converting sales with meaningful and consistent ways to “Get the Job”.
Abstract
If you’ve been to the Large Loss summits at the Conventions, learned about B2PÒ, and are still saying to yourself, “You know, I really need to market better and rely less on SLA program work.” Well, the talking is over. It is time to unleash the true power of Boiler Room to the Penthouse Marketing by going from the courtship to conversion and sell the job.
In this course, we develop a proper marketing strategy and plan, perfect your strategy and pitch, become your prospect’s “GO-TO” and convert your efforts to consistently sign project contracts or self-developed MSA purchase orders.
Is your “Free” Emergency Recovery Plan (“ERP”) offer not getting you in the door or getting you past rejections? We turbo-charge, super-charge, and coffee-charge your ERP. Best yet, we show you how to charge for it and have clients and prospects beg for more! Take control of the site, handle MIPs, and overcome rejections. You cannot make more money from the office. Let’s get out there and GET THE JOB!
Duration – 3 days
Daily Schedule – 8:00am – 6:00pm
Location – See the PuroClean Events Site: https://www.puroclean.com/events for locations around the country and dates.
Who Should Take This Course? – Owner/Executive team, BDRs, Estimators, Senior Administrator, Project Coordinator, & Operations Managers
Takeaway Deliverables – Franchise Specific Marketing and Sales Strategic Plan, and samples of MOU, MSA, Program Contract, Turbo-Charged ERP
Key Teaching Points –
Planning & Strategy
Marketing
Sales
Before you Show up in Class
Prerequisite Requirements – Prior to class, each student should:
What to Bring to Class –
After you Leave
Post-Course Recommendations – After the class:
GET THE JOB- Courses
Get the Job
Converting the Sale
AUG 25-27, 2026
2722 Walnut Ave, Tustin, CA 92780
Get the Job
Converting the Sale
Oct 6-8, 2026
910 Fiber Glass Rd, Nashville, TN 378210
Places to Stay close to Tuston, CA
4.2(462) • 4-star hotel
17900 Jamboree Rd, Irvine, CA 92614 •
(949) 751-1234
4.0(2.9K) • 4-star hotel • Eco-certified
3050 Bristol St, Costa Mesa, CA 92626•
(714) 540-7000
4.4(1.5K) • 4-star hotel • Eco-certified
686 Anton Blvd, Costa Mesa, CA 92626 •
(714) 540-2500
Tell the Story - Support the Story
Plan The Job and Do the Job
Purpose
This commercial project field management and administration course provides and enforces the concepts and skills to plan; coordinate resources; communicate initial scope; develop a Rough Order of Magnitude (ROM); generate plans (e.g., Work, Safety, Drying, Monitoring) thereby establishing basis for the project. Then we apply the skills to execute and administrate the plans; manage resources; and provide an efficient and streamlined hand off from the field to the office to the client.
Abstract
You’re in it now, it’s time to kick that job off right and show what you got. From data gathering during the initial walkthrough, to subcontractors, and relevant Materially Interested Parties (MIPs). We will establish the initial scope of work and work plan (Safety, Drying, Inspections, Communication); and develop a ROM, that is often overlooked, yet crucial to row in one direction. We will simplify and streamline the process to get you into and out of the field like a champion. Then we take the skills needed to execute and administrate to the next level. Everything from building science, drying, and equipment selection and operation, to managing and tracking your resources, communicating them daily, and keeping your documentation straight.
Duration – 5 days
Daily Schedule – 8:00am – 5:00pm, except Wednesday. Wednesday may go to 6:30pm.
Location – See the PuroClean Events Site: https://www.puroclean.com/events for locations around the country and dates.
Who Should Take This Course? – Everyone from Owner to Tech, including the office
Takeaway Deliverables – Initial Scope; ROM; Preliminary Budget; Plans for Safety, Work, Drying, Monitoring and Communication; Checklists; Chain of Custody; Progress Maps for Moisture, Work, Monitoring, Equipment Movement; Daily Reports; Photo Logs; Change Orders; Change Directives; and Issue Resolution Reports
Key Teaching Points
Building and Drying Science
Field Administration
Resource Management and Coordination
Before you Show up in Class
Prior to Class –
What to Bring to Class –
Plan The Job and Do the Job Courses
Plan the Job
ROM and Budget, Resourcing and Staging
Sept 21st – 25th, 2026
Home Office Academy; Tamarac, FL
Do the Job
Resourcing, Managing, and Administrating the Project -
Sept 21-25, 2026
Home Office Academy; Tamarac, FL
Prove the Story - Defend the Story
Invoice the Job and Collect the Job
Purpose
This course provides the skills and concepts to compile field paperwork, convert it to the invoice and invoice support package including performing qualitative reviews; managing chain of custody; performing internal audits; and preparation of a proper invoice package. Then, explore consistent and profitable strategies to respond to audits, collect the invoiced amount, implement cost-effective collection strategies, and understand how your file will be viewed in potential litigation.
Abstract
It’s time to exit the site with the same energy, and expertise as when you got there. Now it’s time to get paid. We demonstrate how to compile, review and convert your field data into a T&M or Xactimate invoice package that will be audit-proof and end-to-end defensible. Then, understand your rights as a contractor, the effect MOU’s, MSAs, and Commercial Program rules have on your ability to collect; properly tying your contract to the invoice package, and ability to respond to objections. Then we show you how it all comes together to defend your invoice package, contract terms, as well as a proactive approach to collections. We will show you when, why, and how to submit written communication, attachments, and other relevant submissions to the proper Materially Interested Parties (MIPs) in the proper way. Finally, we will demonstrate a properly executed contract and why AOB’s are not all that and a bag of chips.
Duration – 5 days
Daily Schedule – 8:00am – 5:00pm Ø Location – See the PuroClean Events Site: https://www.puroclean.com/events for locations around the country and dates.
Who Should Take This Course? – Owners/Executive Team, SPM, Field Administrators and Senior Administrators
Takeaway Deliverables – Complete Invoice Package with Supporting documents for T&M and Xactimate, Control Sheets, and Internal Review Documents. Contract and Rate Sheet, T&M Template, RFI Response Template, Language and Documents for Liens, UCC Filings, Collection Letters, Letters for Appraisal.
Key Teaching Points
Initiation, Staging, and Set up
Invoicing
Defending the Invoice
Collection Actions
Contracts and Rate Sheets
Before you Show up in Class
Prior to Class
What to Bring to Class
Invoice the Job and Collect the Job Courses
Invoice the Job
Xactimate and T&M Invoicing, Auditing,
and Packaging -
NOV 16-20
Home Office Academy; Tamarac, FL
Collect the Job
RFI Response, Cost-Effective Collection
Methods, Application of the Contract -
NOV 16-20
Home Office Academy; Tamarac, FL
LARGE LOSS MASTER CLASS- TBD
Large Loss Master Class
Mega Projects, Multi Location CAT Management, Administration, Resourcing, & Coordination
TBD
Home Office Academy; Tamarac, FL
Nearby Hotels
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Nearby Dining Options
Fast Food:
1. $ CharHut – Burgers – 1000 W, McNab Road, Tamarac 33321
2. $ Subway – 10121 W. Commercial Boulevard, Tamarac 33321
3. $ Chick-Fil-A – 8190 W. Commercial Boulevard, Tamarac
4. $ Burger King – 7299 W. Commercial Boulevard, Tamarac
5. $ WaWa (Sandwiches/Salads/Snacks/Beverages) – 9400 W. Commercial Boulevard, Tamarac
6. $ Dunkin Donuts – 10201 W. Commercial Boulevard, Tamarac
7. $ Starbucks- 5435 N. University Drive, Lauderhill 33351
8. $ McDonald’s – 8375 Pine Island Road, Tamarac 33321
9. $ McDonald’s – 9220 W Commercial Blvd, Sunrise, FL 33351
Restaurants:
1. $$ Rotelli’s (Italian / pizza / pasta / salads) – 10101 W. Commercial Boulevard, Tamarac
2. $$ Outback Steakhouse– 1892 N. University Drive, Coral Springs 33071
3. $$ 4 Rivers Smokehouse (Barbeque) – 2660 N. University Drive, Coral Springs 33065
4. $$ Bonefish Grill – 1455 N. University Drive, Coral Springs 33071
5. $$ Big Bear Brewing Company* – 1800 N. University Drive, Coral Springs 33071
6. $$ Patron Aztec* (Mexican) – 10299 Royal Palm Blvd, Coral Springs, FL 33065
7. $$ Divieto Ristorante* – (Italian) 2729 N University Dr, Coral Springs, FL 33065
8. $$ Green Islands Taverna (Greek, Mediterranean) – 3300 N. Ocean Boulevard, Fort Lauderdale
9. $$ The Ambry (American, German, Steak) – 3016 E. Commercial Blvd, Fort Lauderdale 33308
10. $$ Grand Lux Café (American) – 1780 Sawgrass Mills Circle, Sunrise, FL 33323
11. $$ Matchbox – (American) – 1860 Sawgrass Mills Circle #5100, Sunrise, FL 33323
12. $$$ Sicilian Oven* – 10140 W. Sample Road, Coral Springs 33065
Restaurants:
13. $$-$$$ Bob G’s Wings N Things* – 9060 W. Commercial Boulevard, Tamarac
14. $$-$$$ Don Carlin (Cuban Food) – 11447 W. Oakland Park Blvd, Sunrise 33323
15. $$-$$$ Sea Watch on the Ocean (dressy casual) – 6002 N. Ocean Blvd., Fort Lauderdale 33308
16, $$-$$$ Aruba Beach Cafe* (Waterfront Bar) – 1 Commercial Boulevard, Lauderdale-by-the-Sea 33308
17. $$-$$$ Shooters Waterfront (American/Bar/Seafood/Vegetarian friendly / casual) – 3033 NE 32 Avenue, Fort Lauderdale 33308
18. $$$$ Eddie & Vinny's* – 10181 W. Sample Road, Coral Springs 33065
19. $$-$$$$ Dear Olivia Bar & Kitchen* (American) – 7805 N. University Drive, Parkland 33067
20. $$$$ Runyons* (American, Steakhouse, Seafood – dressy casual) – 9810 W. Sample Road, Coral Springs 33065
21. $$-$$$ Yard House* (American, Brew Pub) – 2610 Sawgrass Mills Circle, Sunrise 33323
22. $$$ Livello* – (South America & artistry of Italy) 2047 N University Dr, Coral Springs, FL 33071
23. $$$ Pasta And...* – (Italian) 4990 W Atlantic Blvd, Margate, FL 33063